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Amer Fds New Perspective A shares owned by Eagle Bay Advisors

Quarter-by-quarter ownership of Amer Fds New Perspective A (ANWPX) shares owned by Eagle Bay Advisors from 13F filings

Historical chart of Eagle Bay Advisors investment in Amer Fds New Perspective A

Tip: Access up to 7 years of quarterly data

All positions including Amer Fds New Perspective A held by Eagle Bay Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer Fds New Perspective A by Eagle Bay Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 405 65.84

More positions owned by Eagle Bay Advisors

Apple Stock (AAPL)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Loomis Sayles Investment Grade Bond Y Mutual Fund (LSIIX)
Lazard Global Listed Infrastructure Instl Mutual Fund (GLIFX)
Tesla Stock (TSLA)
Baird Intermediate Bond Inv Mutual Fund (BIMSX)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Microsoft Corp Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Lord Abbett Inflation Focused I Mutual Fund (LIFIX)
iShares Select Dividend ETF Etf (DVY)
MainStay MacKay US Infrastructure Bond I Mutual Fund (MGOIX)
SPDR Bloomberg 3-12 Month T-Bill ETF Etf (BILS)
Uber Technologies Stock (UBER)
Schwab US TIPS ETF Etf (SCHP)

View all positions for Eagle Bay Advisors

Top funds holding Amer Fds New Perspective A

Moody Lynn & Co/
Fulton Bank, NA
Ethos Financial Group
Ironwood Investment Management
Private Capital Advisors
Tucker Asset Management
Neville Rodie & Shaw
Coston, McIsaac & Partners
Eagle Bay Advisors
Alpine Bank Wealth Management
Game Plan Financial Advisors

View all funds holding Amer Fds New Perspective A